GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Top Five Guru-Held S&P 500 Companies

September 23, 2013 | About:
Monica Wolfe

Monica Wolfe

123 followers
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which S&P 500 companies are held by the most gurus. As of the second quarter, the following five S&P 500 companies are held by the largest number of gurus.

Wells Fargo & Co. (WFC)


As of the close of the second quarter there were 22 guru owners of Wells Fargo. During the past quarter there were nine gurus buying shares of WFC and there were eleven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 64.63%.

The top three guru shareholders of Wells Fargo:

1. Warren Buffett: 463,131,623 shares, representing 8.72% of the company’s shares outstanding and 21.5% of Buffett’s total portfolio.

2. Dodge & Cox: 74,139,268 shares, representing 1.4% of the company’s shares outstanding and 3.6% of the fund’s total portfolio.

3. Chris Davis: 60,400,962 shares, representing 1.14% of the company’s shares outstanding and 6.3% of his total assets managed.

Wells Fargo is a financial services companies, providing a range of retail banking and brokerage, asset and wealth management and corporate and investment banking products and services to customers.

Wells Fargo’s historical revenue and net income:

1379968147341.png

The analysis on Wells Fargo reports that the company’s operating margin is expanding, its dividend yield is close to a 3-year high, its price is near a 10-year high and its revenue has been in decline over the past three years.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379968859756.png

Wells Fargo has a market cap of $224.66 billion. Its shares were traded at around $42.31 with a P/E ratio of 11.40, a P/S ratio of 2.60 and a P/B ratio of 1.50. The company offers a dividend yield of 2.50%. Wells Fargo had an annual average earnings growth of 1.5% over the past ten years.

Microsoft Corporation (MSFT)

As of the close of the second quarter there were 20 guru owners of Microsoft. During the past quarter there were four gurus buying shares of MSFT and there were fifteen gurus making sells of their stake in the company. These gurus maintain a combined weighting of 45.13%.

The top three guru shareholders of Microsoft:

1. Dodge & Cox: 77,260,349 shares, representing 0.93% of the company’s shares outstanding and 3.2% of the fund’s total portfolio.

2. PRIMECAP Management: 63,165,491 shares, representing 0.76% of the company’s shares outstanding and 3.1% of the fund’s total portfolio.

3. Jeff Ubben: 57,750,000 shares, representing 0.69% of the company’s shares outstanding and 20.5% of his total assets managed.

Microsoft generates revenue by developing, manufacturing, licensing, and supporting a wide range of software products and services for many different types of computing devices.

Microsoft’s historical revenue and net income:

1379969732015.png

The company recently declared a dividend of $0.28 per share. This dividend represents an increase of $0.05 per share or a 22% increase from its previous dividend.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379969912541.png

The analysis on Microsoft reports that the price is near a 5-year high, its interest coverage is comfortable and its revenue has shown predictable revenue and earnings growth.

Microsoft has a market cap of $272.73 billion. Its shares are currently trading at around $32.74 with a P/E ratio of 12.70, a P/S ratio of 3.50 and a P/B ratio of 3.50. The company had an annual average earnings growth of 14.4% over the past ten years.

GuruFocus rated Microsoft the business predictability rank of 3.5-star.

Johnson & Johnson (JNJ)

As of the close of the second quarter there were 19 guru owners of Johnson & Johnson. During the past quarter there were five gurus buying shares of JNJ and there were eleven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 52.95%.

The top three guru shareholders of Johnson & Johnson:

1. Jeremy Grantham: 23,171,691 shares, representing 0.82% of the company’s shares outstanding and 5.2% of his total portfolio.

2. James Barrow: 17,156,379 shares, representing 0.61% of the company’s shares outstanding and 2.5% of his total portfolio.

3. PRIMECAP Management: 13,996,087 shares, representing 0.5% of the company’s shares outstanding and 1.7% of the fund’s total assets managed.

Johnson & Johnson is engaged in the research and development, manufacture and sale of a range of products in the health care field. It is a holding company, which has more than 250 operating companies conducting business in virtually all countries of the world.

Johnson & Johnson’s historical revenue and net income:

1379970415966.png

The company recently announced that they product STELARA received FDA approval to treat active psoriatic arthritis.

The analysis on Johnson & Johnson reports:

· The operating margin is expanding.

· It has issued $3.3 billion of debt in the past three years.

· The price is nearing a 10-year high.

· JNJ has shown predictable revenue and earnings growth.

· The dividend yield is nearing a 3-year low.

The Peter Lynch Chart suggests that the company is currently overvalued:

1379970543306.png

Johnson & Johnson has a market cap of $251.06 billion. Its shares are currently trading at around $89.09 with a P/E ratio of 19.80, a P/S ratio of 3.50 and a P/B ratio of 3.60. The company had an annual average earnings growth of 6.3% over the past ten years.

GuruFocus rated Johnson & Johnson the business predictability rank of 3-star.

Oracle Corporation (ORCL)

As of the close of the second quarter there were 19 guru owners of Oracle. During the past quarter there were fourteen gurus buying shares of ORCL and there were five gurus making sells of their stake in the company. These gurus maintain a combined weighting of 38.94%.

The top three guru shareholders of Oracle:

1. Jeremy Grantham: 49,839,220 shares, representing 1.08% of the company’s shares outstanding and 4% of his total assets managed.

2. Meryl Witmer: 37,704,501 shares, representing 0.81% of the company’s shares outstanding and 6.2% of her total portfolio.

3. PRIMECAP Management: 24,270,386 shares, representing 0.52% of the company’s shares outstanding and 1.1% of the fund’s total portfolio.

Oracle is a provider of enterprise software and a provider of computer hardware products and services. The company provides technologies of cloud computing, including database and middleware as well as web-based applications, virtualization, clustering and systems management.

Oracle’s historical revenue and net income:

1379972098279.png

The company has announced three new or newly improved products today. They announced a Oracle database in-memory option to accelerate analytics, data warehousing reporting and OLTP. They also announced that that the company had enhanced its in-memory applications with new Oracle database in-memory option. Lastly, the company unveiled its fastest and scalable server and engineered system, the SPARC M6-32 and Oracle SuperCluster M6-32. To find more about these products click here.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379972204688.png

Oracle has a market cap of $157.17 billion. Its shares are currently trading at around $33.94 with a P/E ratio of 15.00, a P/S ratio of 4.30 and a P/B ratio of 3.60. The company had an annual average earnings growth of 19.8% over the past ten years.

GuruFocus rated Oracle the business predictability rank of 5-star.

Google (GOOG)

As of the close of the second quarter there were 18 guru owners of Google. During the past quarter there were six gurus buying shares of GOOG and there were thirteen gurus making sells of their stake in the company. These gurus maintain a combined weighting of 43.57%.

The top three guru shareholders of Google:

1. PRIMECAP Management: 3,058,842 shares, representing 0.92% of the company’s shares outstanding and 3.9% of the fund’s total assets managed.

2. Frank Sands: 2,776,485 shares, representing 0.83% of the company’s shares outstanding and 8.2% of his total portfolio.

3. Chris Davis: 2,678,747 shares, representing 0.8% of the company’s shares outstanding and 6% of his total portfolio.

Google is a global technology company engaged in improving the ways people connect with information. The company's business is mainly focused around the following key areas: search, advertising, operating systems and platforms, enterprise and hardware products.

Google’s historical revenue and net income:

1379972858848.png

The company’s most recent quarterly report highlighted:

· Revenues up 19% to $14.11 billion.

· GAAP net income of 3.23 billion, compared to $2.79 billion from last year.

· GAAP EPS was $9.54 on 338 million diluted shares outstanding, up from $8.42 last year.

The analysis on Google reports that the company’s price is near a 10-year high, the company has issued $5 billion of debt over the past three years, its interest coverage is comfortable and it’s shown signs of predictable revenue and earnings growth.

The Peter Lynch Chart suggests that Google is currently overvalued:

1379972880821.png

Google has a market cap of $295.22 billion. Its shares are currently trading at around $886.50 with a P/E ratio of 26.40, a P/S ratio of 5.30 and a P/B ratio of 3.80. The company had an annual average earnings growth of 37% over the past ten years.

GuruFocus rated Google the business predictability rank of 3-star.

You can check out other top held sectors of the market by using the Aggregated Screener here.

Try a free 7-day premium membership.


Rating: 3.5/5 (6 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK